Paladin Wealth LLC Portfolio Activity: Significant Changes in Q2 2026
An analysis of Paladin Wealth's holdings and sector allocations as reported on Insiderset for the quarter ending June 30, 2026.
As part of its regular reporting requirements to regulatory bodies like the SEC, Paladin Wealth, Llc's portfolio activity for Q2 2026 has been disclosed on Insiderset. The total portfolio value stood at $152,533,420 as of June 30th.
This filing reveals notable changes in the fund's holdings during this quarter:
- Purchases: Paladin Wealth significantly increased its position in SPDR Series Trust ETFs (SPIB and XSVN) by acquiring them entirely from prior periods or boosting existing stakes substantially. The fund also added a new position to Simplify Exchange Traded Fun (AGGH).
- Sales/Holds: There were notable decreases, including the complete exit of Boston Scientific Corp (BSX). Other significant changes involved substantial increases in holdings like SPDR Series Trust (SPLG) and Doubleline ETF Trust (DMBS), alongside moderate adjustments to positions such as those held by Amazon Inc (AMZN) and Apple Inc (AAPL).
The fund's holdings increased by 17,036 shares overall compared to the previous quarter. This translates to a portfolio value increase of $2,584,900 (or approximately 1.7% based on the prior period total). The specific changes in share counts and values provide insight into the fund's investment strategy during this period.
Several holdings experienced significant percentage changes relative to their previous quarter value:
- XSVN: A substantial 59.87% increase was observed, indicating strong confidence in this ETF.
- SPLG: An impressive 12.26% growth (or $15M+ value increase) suggests continued investment interest.
- DMBS: A considerable 14.85% increase points to ongoing support for this Doubleline ETF.
- JMBS: An 13.36% rise highlights the fund's positive view on this Janus Capital offering.
- RECS: A 9.8% increase shows moderate buying activity in this Columbia ETF.
In contrast, some holdings saw significant reductions:
- XFIV: The fund sold shares resultinging in a -58.32% change from the previous quarter's value.
- BSX: A complete sale was noted (100% increase), exiting this position entirely.
The overall portfolio allocation shows that Paladin Wealth maintains positions across various sectors, with Technology and Consumer Cyclical being significant parts of the fund's holdings. The filing indicates active management throughout Q2 2026, involving both new additions to the portfolio and adjustments to existing stock positions.